7 Step Start-Up Program

This course is designed to adequately equip you to begin your career with us.  Pay attention to each step and complete them 100%.  Be a professional so that you can serve your clients efficiently

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Step 1

GET CONTRACTED

Get appointed with our core carriers to begin writing business

Step 2

MAKE MY BUSINESS PLAN

Design My Schedule, Lead Budget And Business Plan

Step 3

GET MY BAG READY

Put Together Your Underwriting Folder And Your Field Tools

Step 4

QUOTING TOOLS

Down Load And Practice All Quoting Tools.  Don't Wait For An Appointment

Step 5

GET YOUR LEADS

Place Your First Lead Order.  Make Sure You Have New Leads Every Week.

Step 6

MAKE DIALS

Practice Your Phone Script And Objection Handlers!

Step 7

HELP FAMILIES

Make Sales And Take Applications.

Learn Our In Home Process

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03

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04

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